Item: Formstack Documents
Rating: 10
Author: Paul Mayo

Overall Satisfaction with Formstack Documents (formerly WebMerge)

Use Cases and Deployment Scope

We used Formstack Documents firm-wide to automate a number of different often-used document packages, including business formations and several different types of contracts. It allowed us to streamline workflow and it made it much easier to eliminate human error in drafting.

Pros and Cons

Pros

PHP made it great for using logic trees to build out forms.
Built-in calculations and parsing are a great feature.

Cons

UX is a little bland.
Better functionality for electronic signature would be nice - like an option to preview/edit before sending.

Return on Investment

Allowed adoption of a different business model that relied on streamlined workflow.
Reduced the need for proofreading and low-skill word processing.

Alternatives Considered

Zapier, Trello, Typeform, Zoho Workplace, JotForm, Adobe Sign (formerly EchoSign) and Google Drive

Formstack Documents integrates well with all of these other products, making workflow very streamlined and easy to manage.

Support Rating

Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.

Key Insights

Do you think Formstack Documents delivers good value for the price?

Yes

Are you happy with Formstack Documents's feature set?

Yes

Did Formstack Documents live up to sales and marketing promises?

Yes

Did implementation of Formstack Documents go as expected?

Yes

Would you buy Formstack Documents again?

Yes

Other Software Used

Trello, Zapier, Zoho Workplace

Likelihood to Recommend

Good for:
- Building out frequently-used forms.
- Decreasing human error and time spent on repetitive tasks.
- There's very little it can't do in terms of drafting complex documents with lots of options.

Not great for:
- Increasing billable hours.
- One-off projects.
- Using as a tool that everyone in the organization will need to understand (it can be a little complicated).

Comments

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Perfect tool for integrating automated Word documents and PDFs into your workflow.